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Wealth Management Associate Program Jobs (NOW HIRING)

Morgan Stanley

Wealth Management Associate

Atlanta, GA · On-site

Wealth Management Associate Wealth Management Associates provide exceptional service to our clients ... programs), special projects and/or other duties directed by local management EDUCATION, EXPERIENCE ...

Morgan Stanley

Wealth Management Associate

Atlanta, GA · On-site

Wealth Management Associate Wealth Management Associates provide exceptional service to our clients ... programs), special projects and/or other duties directed by local management EDUCATION, EXPERIENCE ...

Curi Capital

Wealth Management Associate

Raleigh, NC · On-site

$60K - $70K/yr

The Role We are looking for an organized and collaborative individual with excellent communication skills to join our Wealth Management team as a Wealth Management Associate . In this role, you will ...

Morgan Stanley

Consulting Group Analyst

Pittsburgh, PA · On-site

... Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, in ... programs), special projects and/or other duties directed by local management EDUCATION, EXPERIENCE ...

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Wealth Management Associate Program information

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How much do wealth management associate program jobs pay per year?

As of Sep 15, 2026, the average yearly pay for wealth management associate program in the United States is $52,360.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $59,500.00 per year, depending on experience, location, and employer.

What are popular job titles related to Wealth Management Associate Program jobs?

For Wealth Management Associate Program jobs, the most frequently searched job titles are:

Infographic showing various Wealth Management Associate Program job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 16% Part Time, and 4% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $52,360 per year, or $25.2 per hour.

Wealth Management Associate

Kenai, AK • Hybrid

Coldstream Wealth Management
Investment Management and Consulting Services • 51 - 200 employees
Learn more about Coldstream Wealth Managementexternal

$70K - $90K/yr

Full-time

Re-posted 3 days ago

Job description

Are you looking for a wealth management firm that provides career development, work-life balance, and a collaborative work culture? Then Coldstream might be a great fit for you!

As a Wealth Management Associate in our growing Kenai office, you will play a crucial role in ensuring that our clients receive outstanding service and support.

We have a hybrid work environment - in office Tuesday through Thursday, work remotely Monday and Friday, 7:00am - 4:00pm minus lunch.

Coldstream is an employee-owned, independently-operated wealth management firm that's been earning the trust of affluent families and businesses since 1996. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships. The firm has offices in Kenai, Seattle, Mercer Island, Bellevue, and Kirkland, WA, Portland, OR, and Boise, ID. For more on Coldstream, please visit www.coldstream.com.

Specific responsibilities include:

  • Exceptional Client Service: Going above and beyond to anticipate client needs, address concerns, and resolve issues quickly.
    • Serving as a primary point of contact with clients
    • Partnering with custodians/investment managers
    • Overseeing the gathering of client information and managing data integrity in our CRM
  • Client Meetings: Participating in client meetings alongside our Wealth Manager and presenting ideas and concepts in an organized and effective manner
    • Preparing meeting summaries
    • Creating and managing post-meeting action items
  • Wealth Planning: Assisting the Wealth Manager in creating financial plans
  • Client Onboarding: Overseeing and coordinating the new client onboarding process
  • Serve as a Resource/Mentor for CSA:
    • Delegating tasks to our Client Service Associate
    • Handling overflow money movement requests when the CSA is busy or absent

  • 2+ years of client service experience in the wealth management industry
  • A Bachelor's degree (finance or related focus is preferred)
  • Series 65 license plus the FPQP (paraplanner certification) or first module of the CFP - or willing to get them at Coldstream's expense within 12-18 months
  • Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM, eMoney, and/or Tamarac portfolio management (or similar systems) is a plus
  • Excellent communication skills, including correct grammar and punctuation
  • Strong organizational skills and the ability to follow established processes consistently
  • Strong prioritization skills and the ability to manage tasks independently
  • Excellent reliability